On the day last week when Israeli Prime Minister Benjamin Netanyahu was delivering a speech at the United Nations bemoaning the Iranian nuclear arms deal and those around the world “rushing to embrace and do business with a regime openly committed to our destruction,” a report from Goldman Sachs points to “The Awakening of Another Oil Giant” in Iran.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Here is a list of the top 100 financial history books as voted by members of the Museum of Finance. Top ten are listed below with the summary, followed... Read More
Posting this again for those who missed it (we do not normal do that anymore - email subscribers hint hint, but) we wanted to make sure everyone got a... Read More
Barclays Equity Research analysts Mark C. DeVries, Jeremy Campbell, Terry Ma and Alan Tse highlight the implications of the Senate proposal on Fannie Mae / Federal National Mortgage Assctn Fnni... Read More
Barclays came out with a note this week entitled “Profiting from the Valuation Gap between Share Prices and the Oil Curve”. The bank notes that the shares of North... Read More
Hedge Funds Are Down 1.27% YTD As Of February 2016 by Eurekahedge Introduction The Eurekahedge Hedge Fund Index gained 0.36% in February1 while underlying markets as represented by the MSCI World... Read More
Billionaire investor Carl Icahn on corporate inversions and tax reform. Carl Icahn: Inversions Are Terrible For This Country Read More
A group of multimillionaire investors in the U.S. are hoarding cash at unprecedented levels. Q2 2020 hedge fund letters, conferences and more Tiger 21, a club of more than 800 investors,... Read More
Kyle Bass wrote his first letter to investors in several years. The topic of the discussion is of the economic danger in China and specifically Hong Kong. ValueWalk has... Read More
Populism is not well understood because, over the past several decades, it has been infrequent in emerging countries (e.g., Chávez’s Venezuela, Duterte’s Philippines, etc.) and virtually nonexistent in developed... Read More
Bernard Horn’s Polaris Global Value Fund 2014 Letter Dear Fellow Shareholder, January 12, 2015 Global equity markets returned to positive territory in the last quarter of 2014, as evidenced by the... Read More
